A List of Dumb Things I’ve Done With Money
If you struggle with feelings of shame around money, I hope that seeing my speed bumps along the way will help you feel less alone.
Should I Form an LLC for My Business Activity?
The Limited Liability Company, or “LLC” is a very common type of business structure, and for good reason. It tends to be convenient and easy to establish and comes with some benefits to the owner. So how do you decide if you should form an LLC?
Demystifying the Different Types of Tax Professionals
Let’s walk through the different types of tax professionals, their credentials, and what they do so you can be better informed as you seek help with taxes.
The Five Most Common Life Insurance Mistakes
Even for those Americans who are insured, it’s very common to fall into some of the most common mistakes made with life insurance.
Three Automations to Improve the Flow of Money in Your Life
There are three primary areas of money that I’ve found to be most effective to automate. If you set up automatic recurring transfers in these key areas, you will be on your way to enjoying much more financial stability and lower stress.
What Does it Mean to "Pay Yourself First?"
So what does it mean to pay yourself first and more importantly, is it a good idea?
Should I Put My Emergency Fund in I Bonds?
While they don’t really make sense as an investment (since the interest rate is not designed to outpace inflation), I Bonds can serve as a vehicle for others parts of your financial plan, including your emergency fund.
What is an Investment Policy Statement?
So how necessary is an Investment Policy Statement? While it’s not mission-critical, it does provide a valuable framework that can make larger impacts as time goes on. In serving the purpose of creating guidelines for both you and your financial advisor for investing, I would not underestimate the value it can have.
How to Create a Transfer on Death Deed for Your Home
A Transfer on Death Deed can be used to designate a beneficiary for your house. So what is the advantage of setting up a Transfer on Death Deed for your house and how does it work?